Finance

A Secure, Intuitive Tax Preparation Application for Jackson Hewitt

Jackson Hewitt Tax Service Inc. is the second largest tax-preparation service in the United States; responsible for preparing over 2 million federal, state, and local income-tax returns each year.

Challenge: Streamlining the Tax Preparation Process for the Mobile Age

Jackson Hewitt, the nation’s second-largest tax preparation service, recognized a growing need among its clientele. While their strong presence in Walmart locations ensured accessibility, there was a desire to simplify the tax preparation and filing process for customers who preferred digital solutions. The vision was clear: a mobile application that not only assisted users in preparing their taxes but also helped them get organized and feel confident about the upcoming tax season.

Solution: A Secure, Intuitive Tax Preparation Application

To bring this vision to life, we collaborated with Jackson Hewitt to create a cross-platform mobile application tailored to their unique requirements. One of the app’s standout features allowed users to take photographs of their tax-related documents, which were then uploaded to a secure vault. This vault could be accessed remotely, giving customers the flexibility to either review their documentation digitally or visit a physical branch for in-person assistance.

In ensuring that the app was both user-friendly and consistent with Jackson Hewitt’s brand, we partnered with a design agency for the application’s aesthetics. Additionally, our team provided consultation on API design and emphasized stringent security measures to guarantee the safe handling of users’ sensitive information.

Results

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Holistic Tax Experience:

The app successfully bridged the gap between digital convenience and in-person guidance, offering users a comprehensive tax preparation journey.

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Enhanced Security:

By focusing on robust security measures, customers could trust the application with their confidential tax documents.

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Widespread Adoption:

Our collaborative efforts were validated by the market’s response, with the app garnering over 100,000 downloads, affirming its value to Jackson Hewitt’s clientele.

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